Best Financial Advisors in Laguna Beach, CA

The highest-rated Financial Planning & Wealth Management companies out of 181 vetted & reviewed in the Laguna Beach area.

Masler & Associates

Masler & Associates

(49)
Fbar Reporting, Estate Planning, Other Services Offered By Masler & Associates Inc.
“The Masler tax and accounting team, with their dedication and attention to detail saved us from owing and instead we got a refund because they investigated the recovery rebate credit which is new in 2020 and we qualified!”
Licensed, BBB Rating: A+
In Business Since 2012
Family Business
Accepts All Major Credit Cards
16485 Laguna Canyon Rd #230, Irvine, CA
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Stan Diliberto, Cpa, CFP

Stan Diliberto, Cpa, CFP

(48)
  • Financial
  • Phone
  • Questions
“I called his office this morning and he had time to talk to me so I explained the issue I was having with an amended tax return that, along with the IRS, was giving me fits.”
Licensed, BBB Rating: A
In Business Since 1984
Serving Laguna Beach Area
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Speedy Credit Repair

Speedy Credit Repair

(36)
  • Company
  • Review
  • Email
“He continuously answers the tough questions in a friendly and professional manner, and in some cases, has offered intelligent, experienced and sound financial advise to compliment his credit repair strategies.”
Emergency Services
In Business Since 2002
117 Main St # 202, Huntington Beach, CA
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Montue, Woodard & Associates

Montue, Woodard & Associates

(41)
Business Tax Returns, Bookkeeping, Individuals
“My wife had tried to get me to go Ted's office over three years me hard headed went different people each year,after complaining finally went with my wife to Ted's office the most professional place i've been since i've been getting my taxes done the...”
Accepts All Major Credit Cards
In Business Since 2009
784 Redondo Ave, Long Beach, CA
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Prudence CPA

Prudence CPA

(7)
Business Services, Services For Individuals, Quickbooks Services
“This is perhaps one of the best CPA accounting offices I've used to date extremely professional and go above and beyond to answer all of my detailed analytical questions and what if scenarios.”
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
Serving Laguna Beach Area
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Tax Professionals, CPA

Tax Professionals, CPA

(16)
Tax Resolution, Wealth Management, Individual
“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”
Licensed, BBB Rating: A+
In Business Since 1999
Accepts All Major Credit Cards
Serving Laguna Beach Area
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Ameri Tax Service

Ameri Tax Service

(29)
Tax Preparation, Planning, Services
“Very nice ,Excellent service they help you out if you dont have money to do you taxes cone here to the right place 100 % happy new customer coming back every year now ask for tom watson nice guy”
Accepts All Major Credit Cards
In Business Since 2004
Transparent Fees & Pricing
3327 E 7th St, Long Beach, CA
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Homeconstructionloan.com / Arroyo Consulting Group

Homeconstructionloan.com / Arroyo Consulting Group

(42)
Project Review/Analysis, Builder Selection/Vetting, Vendor Negotiations
“Referred by a very good family friend in the mortgage industry, we came to Home Construction Loan with our new home well under construction, something I found very few lenders accept.”
In Business Since 1999
4000 MacArthur Blvd Suite 600, Newport Beach, CA
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Kim R. Coyle CPA & Associates Orange County CPA

Kim R. Coyle CPA & Associates Orange County CPA

(18)
Local CPA Advisor | Tax Planning, Business Services, Succession Planning
“As an accountant I know he does audits and helps with tax problems, if I something were to happen to my finances and taxes I know the first person I'd call to get some help would be Kim.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2003
Offers Financing Options
4972 Warner Ave #201, Huntington Beach, CA
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Barrera

Barrera

(35)
Auto Insurance, Life Insurance, Payroll
“Toneth super friendly, great service, accommodating, 1st time recommended to me and I would definitely recommend to anyone in need for friendly tax preparation”
27+ Years Experience
Serving Laguna Beach Area
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First Class Counsel

First Class Counsel

(29)
Probate, Trust Litigation, Asset Protection
“Instead of enduring the multiple layers of staff and data collection efforts I experienced with other firms, I was immediately connected with Andrew Davis, the President of First Class Counsel.”
In Business Since 2017
4701 Von Karman Ave Ste 100, Newport Beach, CA
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Montagna & Associates

Montagna & Associates

(1)
Business Services, Industries, Services For Individuals
“If you are looking for the best in tax service for personal or your business needs greg and his staff are the most knowledgable and experienced in the business.”
Licensed, BBB Rating: A
Offers Financing Options
In Business Since 1989
Transparent Fees & Pricing
1101 Dove St #190, Newport Beach, CA
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Secure One Financial

Secure One Financial

(30)
  • Debt
  • Credit Cards
  • Program
“I came into contact with Secure 0ne Financial and almost instantly they made me feel at ease, they were very professional but honest and to the point about what needed to be done, so far it's been a very smooth process.”
In Business Since 2019
5000 Birch St W Tower, Suite 3000, Newport Beach, CA
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Lever Law – A One Law Corporation Company

Lever Law – A One Law Corporation Company

(30)
  • Outcome
  • Feel
  • Emails
“I received detailed information and emails updating me on the status of my case and what to expect next, as well as information about money management and budgeting that will be useful going forward.”
Accepts All Major Credit Cards
In Business Since 1993
Free Initial Consultation
Transparent Fees & Pricing
200 Pine Ave #620, Long Beach, CA
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S D Cooper Co

S D Cooper Co

(1)
“I did this in 2013 and now have a very successful business that will provide for many years of great income.”
Licensed, BBB Rating: A+
In Business Since 2004
Transparent Fees & Pricing
Accepts All Major Credit Cards
18141 Beach Blvd #300, Huntington Beach, CA
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Capata

Capata

(21)
Fractional CFO, Audit & Assurance, Accounting & Business Advisory
“It was my first time filing in the US, Capata advised and guided me through the process, giving me comfort that I had fulfilled my obligations properly and efficiently.”
In Business Since 2016
28202 Cabot Rd Suite 525, Laguna Niguel, CA
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Integrity Wealth Management

Integrity Wealth Management

Investment Oversight Service, Insurance Planning, The Wealthtrac Formula
“Welcome to Integrity Wealth Management. Integrity is not just our name, it is the standard by which we live. Integrity Wealth Management is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. ...”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
3991 MacArthur Blvd, Newport Beach, CA
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Scalco Financial

Scalco Financial

(10)
Retirement Planning, Insurance Planning, Investment Planning
“That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return.”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts Cash, Check
207 E Broadway UNIT 201, Long Beach, CA
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Robert A. Owens, CPA

Robert A. Owens, CPA

(8)
Tax Services, Business Services, Industries
“I have worked with Robert Owens, CPA and his staff for well over 10 years and have been impressed with their knowledge particularly in the area of the common interest association type of financial reporting and codes.”
Accepts Check, Cash
Free Initial Consultation
In Business Since 1991
Offers Financing Options
27792 El Lazo, Laguna Niguel, CA
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Weaver Consulting Group

Weaver Consulting Group

(19)
  • Future
  • Investments
“Hunter has been amazing since I made the move to Weaver Consulting Group, everyone there has my best interest in mind and I wouldn't trust my financial future with anyone else.”
CRPC, CRPC, CRPC Certified
In Business Since 2016
Family Business
101 Main St Ste 220, Huntington Beach, CA
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Essential Trust Financial Insurance Solutions

Essential Trust Financial Insurance Solutions

(23)
  • Educate
  • Honest
  • Integrity
“First Samantha ask probing questions to better understand my views on money 💰 and life before creating a plan I highly recommend her if u looking for trustworthiness and leading edge advice with strong communication ability”
In Business Since 2023
4590 MacArthur Blvd 5th Floor, Newport Beach, CA
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Corey Tax Services

Corey Tax Services

(14)
Business Tax Services, Individual Tax Services, Creating Business Entities
“The two generations of knowledge, diligence, and professionalism give me confidence in the service received and comfort from the assurances that backs his work.”
Family Business
In Business Since 2012
Serving Laguna Beach Area
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Warren Street Wealth Advisors

Warren Street Wealth Advisors

(14)
Investment Management, Retirement & Financial Planning
“Whether you're a financial wizard or need a “Finance for Dummies” book, I highly recommend Cary and team to help navigate the sometimes overwhelming maze of the world of finance!!”
Free Initial Consultation
In Business Since 2014
4041 MacArthur Blvd Suite 400, Newport Beach, CA
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Shenouda & Associates

Shenouda & Associates

(8)
Business Services, Services For Individuals, Quickbooks Services
“Of the many things I like about Joe is that he always seems to be available to respond to my phone calls and emails in a timely manner any time of the year.”
Transparent Fees & Pricing
In Business Since 1993
Free Initial Consultation
18377 Beach Blvd Ste 222, Huntington Beach, CA
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Retirement Planning and Investment Management Services in Laguna Beach, CA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 410 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 410 cost profiles.

Why these companies made our list

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